Equentis Wealth Advisory Services

Research & Ranking is the consumer-facing brand under which Equentis Wealth Advisory Services offers its model portfolio advisory. The platform provides stock recommendations and portfolio strategies built on a proprietary Q-Score methodology, delivered through a digital dashboard to subscribing clients. Equentis acts as the registered investment advisor behind the brand, responsible for the research output and advisory service.

Equentis operates an advisory model, not a discretionary fund management model. Clients receive stock-specific recommendations and portfolio construction guidance, but execute trades in their own brokerage accounts and retain beneficial ownership of all securities in their demat accounts. This differs from a portfolio management service (PMS) where the manager holds trading authority, and from alternative investment funds (AIFs) where capital is pooled.

The firm employs a proprietary framework called the Q-Score system, which ranks Indian-listed companies across growth, quality, and valuation factors. Stocks with favorable composite scores are eligible for inclusion in model portfolios, which are structured by risk profile and investment horizon. The research process is quantitative and model-driven, rather than relying primarily on fundamental discretionary analysis.

Equentis operates a subscription-based advisory model, charging clients a fee for ongoing access to its research and portfolio recommendations. This fee structure is distinct from commission-based models common among Indian distributors of mutual funds and insurance products, where compensation depends on product sales volume rather than advisory services rendered.

Public record indicates a focus on direct Indian equities. The firm's model portfolios are constructed from listed Indian companies and do not appear to include fixed-income securities, mutual funds, alternative investments, or international equities. This equity-only orientation distinguishes the service from multi-asset wealth management offerings common in the Indian market.